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Vanguard Growth ETF

1,355 hedge funds and large institutions have $44.1B invested in Vanguard Growth ETF in 2020 Q4 according to their latest regulatory filings, with 226 funds opening new positions, 499 increasing their positions, 418 reducing their positions, and 36 closing their positions.

New
Increased
Maintained
Reduced
Closed

528% more first-time investments, than exits

New positions opened: 226 | Existing positions closed: 36

80% more call options, than puts

Call options by funds: $39.7M | Put options by funds: $22M

19% more repeat investments, than reductions

Existing positions increased: 499 | Existing positions reduced: 418

14% more funds holding

Funds holding: 1,1871,355 (+168)

10% more capital invested

Capital invested by funds: $40B → $44.1B (+$4.14B)

7% more funds holding in top 10

Funds holding in top 10: 207221 (+14)

8.34% less ownership

Funds ownership: 394.38%386.04% (-8.3%)

Holders
1,355
Holders Change
+168
Holders Change %
+14.15%
% of All Funds
23.98%
Holding in Top 10
221
Holding in Top 10 Change
+14
Holding in Top 10 Change %
+6.76%
% of All Funds
3.91%
New
226
Increased
499
Reduced
418
Closed
36
Calls
$39.7M
Puts
$22M
Net Calls
+$17.7M
Net Calls Change
-$81.2M
Name Holding Trade Value Shares
Change
Change in
Stake
PFPT
101
Pinnacle Financial Partners (Tennessee)
Tennessee
$40.1M -$2.98M -74,646 -7%
JP Morgan Chase
102
JP Morgan Chase
New York
$39.8M -$6.03M -151,026 -14%
SWM
103
Southern Wealth Management
Texas
$39.5M +$29.2K +732 +0.1%
SI
104
Stephens Inc
Arkansas
$39.4M +$3.19M +79,872 +9%
RWM
105
Rezny Wealth Management
Florida
$39.3M -$147K -3,678 -0.4%
JC
106
Jentner Corp
Ohio
$39.3M -$1.13M -28,212 -3%
AI
107
Atria Investments
North Carolina
$38.8M +$839K +21,012 +2%
ZCA
108
Zeke Capital Advisors
Pennsylvania
$38.3M +$11.5M +287,568 +46%
BRWA
109
B. Riley Wealth Advisors
Florida
$38.3M -$8.73M -218,676 -19%
BEC
110
Blue Edge Capital
Virginia
$37.9M -$1.88M -47,142 -5%
BF
111
Blankinship & Foster
California
$36.3M -$531K -13,302 -2%
GT
112
Glenmede Trust
Pennsylvania
$35.4M -$912K -22,854 -3%
LA
113
LVW Advisors
New York
$35.1M -$2.68M -67,176 -7%
Creative Planning
114
Creative Planning
Kansas
$34.1M +$855K +21,408 +3%
AIS
115
American Investment Services
Massachusetts
$34M -$174K -4,368 -0.5%
PPW
116
Pasadena Private Wealth
California
$33.9M -$1.52M -38,160 -5%
PFA
117
Pathway Financial Advisors
Vermont
$33.9M +$972K +24,342 +3%
CW
118
CreativeOne Wealth
Kansas
$33.6M +$2.59M +65,010 +9%
SFWA
119
Summit Financial Wealth Advisors
Louisiana
$32.6M +$345K +8,640 +1%
PCG
120
Private Capital Group
Connecticut
$32.5M +$735K +18,402 +2%
APA
121
American Portfolios Advisors
New York
$31.9M +$850K +21,306 +3%
TPCW
122
TD Private Client Wealth
New York
$31.4M +$1.44M +36,108 +5%
FHA
123
First Horizon Advisors
Tennessee
$31.3M -$160K -3,996 -0.5%
CCM
124
Condor Capital Management
New Jersey
$31.2M +$272K +6,816 +0.9%
DBT
125
Dubuque Bank & Trust
Iowa
$30.6M +$4.54M +113,658 +19%

VUG Hedge Fund Activity: Q4 2020 in Review

1,355 of the 5,651 institutional investors tracked by Wall St. Rank reported a position in Vanguard Growth ETF (VUG) for Q4 2020, worth a combined $44.1B — up 10% from $40B a quarter earlier.

Buyers outnumbered sellers: 226 funds opened new VUG positions and 36 closed out — a net gain of 190 holders — while 499 added to existing stakes and 418 trimmed.

The largest buyer was Vanguard Group, adding an estimated $97.8M. The largest seller was UBS Group, cutting an estimated $812M.

  • 1,355 institutional investors held Vanguard Growth ETF (VUG) as of Q4 2020, up from 1,187 in Q3 2020.
  • Funds reported $44.1B of Vanguard Growth ETF stock for Q4 2020, up 10% quarter-over-quarter.
  • 226 funds opened new Vanguard Growth ETF positions in Q4 2020 and 36 closed out, a net change of +190 holders.
  • The largest Vanguard Growth ETF buyer in Q4 2020 was Vanguard Group, an estimated $97.8M added.
  • The largest Vanguard Growth ETF seller in Q4 2020 was UBS Group, an estimated $812M sold.

Based on aggregated 13F filings for Q4 2020.